See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,167 | $67,606-48.0% | $82,313-57.3% | $70,131-49.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.38% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,128 | $1,755+78.2% | $2,428+28.8% | $2,342+33.5% |
| Participant deferral / active EE | $3,244 | $2,987+8.6% | $3,706-12.5% | $3,332-2.6% |
| Admin fee / account holder | $92 | $4,512-98.0% | $5,608-98.4% | $4,645-98.0% |